See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,125 | $65,561+310.5% | $86,188+212.3% | $75,163+258.1% |
| Participation rate | 70.2% | 60.5%+9.7pp | 69.0%+1.3pp | 67.2%+3.0pp |
| Annual return | 19.31% | 46.05%-26.7pp | 1168.45%-1149.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,680 | $1,553+137.0% | $2,380+54.6% | $2,670+37.8% |
| Participant deferral / active EE | $8,054 | $3,024+166.4% | $3,985+102.1% | $4,125+95.3% |
| Admin fee / account holder | $3,602 | $5,474-34.2% | $6,852-47.4% | $5,651-36.3% |